Create invoices and record payments
Invoices and payments are available on Standard and above. This guide covers creating a customer invoice, sending it and recording payment when money is received.
Before you create an invoice
- Add the customer under Sales → Customers (or your CRM customers list).
- Confirm tax rates and products or services you bill for.
- Check that your company details and currency are correct in settings.
Create an invoice
- Go to Sales → Invoices and choose New invoice.
- Select the customer and add line items, quantities and prices.
- Set the issue date, due date and payment terms.
- Apply tax or discounts if required.
- Review totals and save or send the invoice.
Send an invoice to a customer
You can email the invoice PDF from Taskploy where email is configured, or download and send it manually. Online payment links depend on your connected payment provider, country and plan configuration.
Record a payment
- Open the invoice from the customer record or invoices list.
- Choose Record payment.
- Enter amount, date and payment method (bank transfer, cash, card, etc.).
- Save to update the outstanding balance.
Partial payments and multiple payments against one invoice are supported where enabled in your account.
Convert from a quotation
If you use quotations, approve the quote first, then convert it to an invoice to carry over line items and customer details without re-entry.
Payment processing fees
When customers pay through an integrated processor, provider fees apply separately from your Taskploy subscription. See the Pricing page for typical pass-through ranges.